+593.0%
BE vs C
+122.4%
+470.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.5% | +2.9% | +3.0% |
| 7D | -14.7% | -2.4% | -12.3% | -12.4% |
| 30D | -40.5% | -6.0% | -34.5% | -36.8% |
| 3M | -24.3% | -10.5% | -13.8% | -15.8% |
| 6M | -39.3% | -5.7% | -33.6% | -34.5% |
| YTD | +99.4% | +4.1% | +95.2% | +98.4% |
| 1Y | +26.6% | +20.5% | +6.1% | +12.0% |
| 3Y | +1,616.9% | +208.1% | +1,408.8% | +580.0% |
| 5Y | +441.4% | +110.4% | +331.0% | +193.8% |
| All | +593.0% | +122.4% | +470.6% | +189.6% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded C wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling